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Abigail Caso Holmes

BRIGHTSIDE ADVISORY PARTNERS, LLC·BALTIMORE, Maryland
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6300 BLAIR HILL LANE, BALTIMORE, MD 21209CRD# 6780760Firm CRD# 305389
01

About

Abigail Caso Holmes is a registered financial advisor based in BALTIMORE, Maryland, affiliated with BRIGHTSIDE ADVISORY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRIGHTSIDE ADVISORY PARTNERS, LLC
BRIGHTSIDE PARTNERS
AUM
$853M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at BRIGHTSIDE ADVISORY PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: A PERCENTAGE OF ASSETS ADVISED ON
Regulatory
SEC/IARD CRD# 6780760
Firm CRD# 305389
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Abigail Caso Holmes offer?
Abigail Caso Holmes specializes in Financial Planning, Investment Management. Contact their office in BALTIMORE, Maryland for a consultation.
What are Abigail Caso Holmes's credentials?
Abigail Caso Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Abigail Caso Holmes located?
Abigail Caso Holmes is based in BALTIMORE, Maryland, working with BRIGHTSIDE ADVISORY PARTNERS, LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Abigail Caso Holmes charge for services?
Abigail Caso Holmes's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets advised on. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHTSIDE ADVISORY PARTNERS, LLC?
BRIGHTSIDE ADVISORY PARTNERS, LLC has approximately 12 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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